Trust & Estate Planning Associate Attorney

The Legacy Planners P.C.

• $97K — $98K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor (JD) from an accredited law school
  • Active bar admission in relevant jurisdiction
  • Strong drafting and analytical skills
  • Interest in or experience with estate planning and elder law
  • Excellent communication and client interaction abilities

Responsibilities

  • Engage with clients to create personalized estate plans
  • Draft comprehensive estate planning documents
  • Advise clients on strategies to avoid probate
  • Assist with the administration of estates and trusts
  • Support clients with Medicaid applications and elder law issues

Benefits

  • Path to partnership and potential ownership after 10 years
  • Structured training on firm processes and technology
  • Opportunities for meaningful client engagement
  • Supportive work environment with mentorship from experienced attorneys
Full Job Description
Description

The Associate Attorney will report to our managing attorney, working directly with clients to design and implement estate plans tailored to each client's family, financial, and tax circumstances. The role will include preparing detailed estate planning documents, advising clients on probate avoidance and fiduciary appointments, assisting with estate and trust administration matters as needed, Medicaid applications, and other elder law matters.

The position is well-suited for an attorney just starting out or one who wants to switch to an estate planning practice, who enjoys meaningful client interaction, careful drafting, and helping families make informed decisions about the transfer and protection of assets. We will provide training on our processes, CRM, and drafting software.

This role is designed as a path to partnership, with the possibility of firm ownership after approximately 10 years, as our lead attorney transitions toward retirement. We are looking to invest in someone who wants to grow into that future alongside us.

Responsibilities

$47

Qualifications

$48

Similar Jobs

More Legal & Accounting Jobs

Find similar Trust & Estate Planning Associate Attorney jobs: